Kinective Launches Intelligent Document Workflow Solution for Banks and Credit Unions
Kinective Launches Intelligent Document Workflow Solution for Banks and Credit Unions AI-Powered Document Preparation Targets Manual eSignature Work Kinective, a technology company providing intelligent banking solutions to more than 4,300 banks and credit unions, has launched an AI-powered document setup…
Morgan Stanley Investment Management Closes Inaugural Growth Equity Investment Fund Oversubscribed at $1.3 Billion
Morgan Stanley Investment Management Closes Inaugural Growth Equity Fund at $1.3 Billion Fund Attracts Strong Investor Demand Morgan Stanley Investment Management (MSIM) has announced the final close of its inaugural North Haven Growth & Innovation Fund (NHGIF), with the fund…
SS&C Black Diamond Expands Annuities and Insurance Marketplace With New Capabilities and Carrier Partnerships
SS&C Black Diamond Expands Insurance and Annuity Capabilities for Advisors SS&C Technologies Holdings, Inc. has expanded the insurance capabilities available through SS&C Black Diamond Wealth Solutions’ Annuities & Insurance Marketplace, known as AIM, through its partnership with DPL Financial Partners.…
Eglin Federal Credit Union Becomes First Florida-Headquartered Financial Institution to Partner With Carefull
Eglin Federal Credit Union Expands Financial Safety Support Through Carefull Partnership Eglin Federal Credit Union has partnered with Carefull, a financial safety platform designed to help protect older adults and their families from scams, fraud and financial exploitation. Through the…
Mercury Introduces Mercury Books to Deliver Intelligent Accounting for Businesses
Mercury Launches Mercury Books for Real-Time Business Accounting Mercury, the technology company providing banking services to more than 300,000 customers, has launched Mercury Books, a double-entry accounting solution designed to bring banking and accounting activity together within a single platform.…
Monroe Capital CEO Ted Koenig Discusses Private Credit and Private Equity at Chicago’s “What’s the Deal with Deals?”
Monroe Capital CEO Ted Koenig Shares Outlook on Private Credit and Private Equity Monroe Capital LLC announced that Theodore L. Koenig, Chairman and Chief Executive Officer of Monroe Capital, delivered the featured closing remarks at What’s the Deal with Deals?,…
PhoenixWorx Enters U.S. Market With Next-Generation Core Banking Solution
PhoenixWorx Launches to Transform Core Banking for U.S. Community Financial Institutions PhoenixWorx has officially launched in the U.S. banking market, bringing together a broad portfolio of core banking, digital banking, data analytics and content management technologies designed to help community…
Newrez Survey Reveals Credit Card Debt Pressure While Homeowners Remain Confident About Mortgages
Newrez Survey Highlights Credit Card Debt Pressure While Homeowners Remain Confident in Mortgage Payments Newrez, a leading homeownership company, has released new survey findings highlighting the financial challenges facing homeowners who carry credit card debt. The research shows that high-interest…
Stephens Public Finance Expands Texas Presence With Beau Rees Hire
Stephens Public Finance Strengthens Texas Team With Beau Rees Appointment Stephens Inc. has expanded its public finance capabilities in Texas with the appointment of Reagan C. “Beau” Rees, Ed.D., as Vice President of Stephens Public Finance. In his new role,…
ValidiFI Named 2026 Finovate Award Winner for Best Corporate Payments Solution
ValidiFI Named 2026 Finovate Award Winner for Best Corporate Payments Solution ValidiFI, Inc., a provider of alternative data and predictive analytics for financial services and payment organizations, has announced that it has been named the 2026 Finovate Award winner for…
Wealth.com Integrates Estate and Tax Planning Capabilities Directly Into Claude for Financial Advisors
Wealth.com Integrates Estate and Tax Planning Into Claude for Financial Advisors Wealth.com, an estate and tax planning platform serving wealth management firms, has announced that it is joining Claude for Financial Advisors as a launch partner, bringing its estate planning…
Validus Capital Appoints Michael J. Winn as Managing Director to Strengthen Advisory Team
Validus Capital Strengthens Wealth Advisory Platform with Michael J. Winn Appointment Validus Capital has announced the expansion of its advisory team with the appointment of Michael J. Winn, CEPA®, as Managing Director, bringing more than two decades of experience in…